Johnson Midwest Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $554K | Hold |
2,215
| – | – | 1.24% | 15 |
|
2023
Q2 | $580K | Sell |
2,215
-24
| -1% | -$6.28K | 0.51% | 17 |
|
2023
Q1 | $465K | Hold |
2,239
| – | – | 0.67% | 12 |
|
2022
Q4 | $276K | Buy |
2,239
+361
| +19% | +$44.5K | 1.01% | 17 |
|
2022
Q3 | $498 | Buy |
1,878
+222
| +13% | +$59 | 1.9% | 9 |
|
2022
Q2 | $372K | Buy |
1,656
+135
| +9% | +$30.3K | 0.5% | 16 |
|
2022
Q1 | $546K | Buy |
1,521
+321
| +27% | +$115K | 0.77% | 11 |
|
2021
Q4 | $423K | Buy |
1,200
+333
| +38% | +$117K | 0.32% | 19 |
|
2021
Q3 | $224K | Hold |
867
| – | – | 0.18% | 39 |
|
2021
Q2 | $196K | Hold |
867
| – | – | 0.19% | 39 |
|
2021
Q1 | $193K | Buy |
867
+96
| +12% | +$21.4K | 0.2% | 38 |
|
2020
Q4 | $181K | Buy |
+771
| New | +$181K | 0.17% | 36 |
|